Capital Square
FRDM icon

Capital Square’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Capital Square’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$927K Buy
13,250
+1,136
+9% +$77.6K 0.41% 63
2026
Q2 		$845K Buy
12,114
+5,098
+73% +$341K 0.37% 72
2026
Q1 		$442K Buy
7,016
+1,852
+36% +$106K 0.2% 111
2025
Q4 		$265K Buy
+5,164
New +$247K 0.14% 165

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Yardley Wealth Management
Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Capital Square's FRDM Position: Q3 2026 in Review

Capital Square increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 9.4% in Q3 2026, buying an estimated $77.6K and bringing the position to 13,250 shares worth $927K. The position accounts for 0.41% of the portfolio, ranked #63.

Capital Square first reported a position in FRDM in Q4 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

  • Capital Square held 13,250 shares of Freedom 100 Emerging Markets ETF worth $927K as of Q3 2026.
  • Capital Square bought 1,136 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $77.6K.
  • Freedom 100 Emerging Markets ETF made up 0.41% of Capital Square's portfolio in Q3 2026, its #63 holding.
  • Capital Square first reported a position in Freedom 100 Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.